Beginner: First Day at the Lab

Welcome to EaseLab! This tutorial walks a new receptionist or front-desk staff member through the essential tasks on day one.

Time: ~2 hours | Permissions needed: patients.*, invoices.create, register_patients.create

1. Sign in

1. Open your lab's portal URL (e.g. https://app.easelab.pk or your custom domain).
2. Enter the email and password provided by your administrator.
3. Complete email verification or 2FA if prompted.

If you cannot sign in, see Troubleshooting: Login.

2. Explore the dashboard

After login, the Dashboard shows:

Widget	Meaning
Today's invoices	Count and revenue for today
Pending samples	Samples awaiting processing
Quick actions	Shortcuts based on your permissions

Familiarize yourself with the sidebar navigation — see Navigation & Toolbar.

3. Register a patient

1. Go to Patients → Add Patient.
2. Fill required fields:

Field	Example
Name	Ahmad Khan
Phone	0300-1234567
Gender	Male
Age / DOB	35 years

3. Save. EaseLab checks for duplicate phone numbers.

Tip: Use phone lookup before creating a new patient to avoid duplicates.

4. Create your first invoice

1. Go to Invoices → New Invoice.
2. Search and select the patient.
3. Add tests from the catalog (search by name or code).
4. Select referral doctor if applicable.
5. Review total and save.

Detailed steps: How-To: First Invoice.

5. Collect payment

On the invoice detail page:

Payment type	Steps
Cash	Enter amount → Record payment
Partial	Enter partial amount; balance shows as due
Credit	Mark as credit if referral billing applies

6. Register samples

1. Open the invoice → Samples tab.
2. Confirm sample types for each test.
3. Print barcode stickers (samples/stickers.pdf).
4. Affix barcodes to sample containers.

7. Print receipt

• Click Print Invoice for the patient receipt.
• Note the invoice number and access code — patients use these for online report lookup.

8. End-of-day checklist

Task	Done?
All invoices entered	☐
Payments recorded	☐
Samples sent to lab section	☐
Cash reconciled	☐

What comes next?

• Intermediate: Daily Operations — results and reports
• Tenant Portal: Patients
• Tenant Portal: Invoices

Common day-one mistakes

Mistake	Prevention
Duplicate patients	Always search by phone first
Wrong test selected	Use test code search
Forgot payment	Record before sending to lab
Missing barcode	Print stickers immediately after invoice